BAM

Bruderman Asset Management Portfolio holdings

AUM $55.7M
1-Year Est. Return 4.17%
This Quarter Est. Return
1 Year Est. Return
-4.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.14M
3
+$3.14M
4
DEO icon
Diageo
DEO
+$2.97M
5
ABBV icon
AbbVie
ABBV
+$2.85M

Top Sells

1
+$3.69M
2
+$3.14M
3
+$3.11M
4
UL icon
Unilever
UL
+$2.96M
5
GE icon
GE Aerospace
GE
+$2.93M

Sector Composition

1 Communication Services 16.18%
2 Consumer Staples 14.89%
3 Healthcare 12.54%
4 Utilities 11.44%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$281K 0.1%
7,001
-52
102
$271K 0.09%
4,243
+17
103
$262K 0.09%
3,404
+183
104
$254K 0.09%
2,679
+441
105
$245K 0.09%
2,395
+495
106
$242K 0.08%
8,615
107
$231K 0.08%
24,316
+200
108
$226K 0.08%
18,772
+1,184
109
$224K 0.08%
+2,591
110
$224K 0.08%
3,374
-290
111
$223K 0.08%
2,832
+87
112
$223K 0.08%
4,430
+15
113
$213K 0.07%
4,050
114
$212K 0.07%
2,798
115
$212K 0.07%
910
-40
116
$212K 0.07%
2,870
+56
117
$209K 0.07%
4,793
-236
118
$206K 0.07%
8,780
119
$200K 0.07%
7,192
-372
120
$198K 0.07%
9,989
121
$193K 0.07%
976
122
$188K 0.07%
3,197
+12
123
$186K 0.06%
5,063
-175
124
$181K 0.06%
3,416
-95
125
$170K 0.06%
4,173
-151
3 4
5
6 7